401(k) · DOL Form 5500 · 2024
Lake Regional Health System 401(k) Plan
Data updated 2026-08-25
- $117M
- Total assets Near avg plan size
- 1,445
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $80,840
- Avg per participant Below avg balance/head
Official DOL plan name: Lake Regional Health System Employees' Retirement Plan · Sponsored by Lake Regional Health System · Missouri · Healthcare & Social Assistance
$117M in assets, 1,445 participants
Lake Regional Health System's Lake Regional Health System Employees' Retirement Plan reported $117M in total assets and 1,445 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #15,650 in Healthcare & Social Assistance (16,916 peers)
Where Lake Regional Health System Employees' Retirement Plan sits by assets
Lake Regional Health System Employees' Retirement Plan sits in the top 10% of all filed plans by assets, $117M for 1,445 participants (~$80,840/participant), up 13.1% in 2024.
- #15,650
- in Healthcare & Social Assistance (16,916 peers)
- +13.1%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Lake Regional Health System Employees' Retirement Plan's outsized position by total assets
Lake Regional Health System Employees' Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$116,813,207 Top 8% higher than 92% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Lake Regional Health System Employees' Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lake Regional Health System Employees' Retirement Plan lands in the large band (1,445 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lake Regional Health System Employees' Retirement Plan reported net income fell from $18M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Lake Regional Health System Employees' Retirement Plan end-of-year assets rose from $103M in the plan year 2023 filing to $117M in the plan year 2024 filing.
- Lake Regional Health System Employees' Retirement Plan reported participants rose from 1,390 in the plan year 2023 filing to 1,445 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 237339737 · Lake Regional Health System PY 2024 · 401(k)
Lake Regional Health System Employees' Retirement Plan · $117M · 1,445 · 92nd
- BOY $117M
- SCH 1,445
- EBSA 92nd
- PART 401(k)
- TYPE near Secu/S3 401(k) Retirement Plan
- NET ind #15650
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Missouri →
Lake Regional Health System Employees' Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $103M |
|---|---|
| Net Assets (End of Year) | $117M |
| Net Income | $14M |
| Employer EIN | 237339737 |
| Plan Effective Date | 1991-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lake Regional Health System)
Sponsor-wide plan assets over time
All Lake Regional Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $117M 36.41550693312984% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,398 | $86M |
| 2023 | 1 | 1,390 | $103M |
| 2024 | 1 | 1,445 | $117M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
- Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
- Emerson Savings Plan $7.4B · 8,315
- Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
- Centene Management Corporation Retirement Plan $4.7B · 53,760
Lake Regional Health System Employees' Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Secu/S3 401(k) Retirement Plan in MD ($117M); by covered participants it is Federated Hermes, Inc. Employees Profit Sharing / 401(k) Plan in PA (1,445 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($117M here).
- Secu/S3 401(k) Retirement Plan (MD) $117M · 1,199
- Marek Brothers Family of Companies Profit Sharing Plan & Trust (TX) $117M · 1,311
- Aldridge Group, LLC 401(k) Retirement Plan (IL) $117M · 512
- Wd-40 Company Profit Sharing/401(k) Plan (CA) $117M · 248
Similar participant headcount
Nearest other-state filings by covered participants (1,445 participants); asset peers above are excluded.
- Federated Hermes, Inc. Employees Profit Sharing / 401(k) Plan (PA) 1,445 · 0 off
- Lamers Bus Lines, Inc. 401(k) Profit Sharing Plan (WI) 1,445 · 0 off
- Southern Motion, Inc. 401(k) Plan (MS) 1,445 · 0 off
- Arkansas Heart Hospital 401(k) Plan (AR) 1,445 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.